Be at the bottom, not the top.
Deal opens up the CPU market for everyone else.
GlobalFoundries may have turned a corner.
The shares are still attractive
Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI
AMD Q4 25 – Nvidia’s demise is not imminent. Software & Services – AI-related meltdown
Nvidia is the subject of pretty baseless market chatter.
The cure for low prices is low prices.
MediaTek has been hiding its light under a bushel
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Research Publication – Reality Bytes – Clash of the Titans Vol. IX. Nvidia vs. Huawei
February 23rd 2026: Radio Free Mobile and Alavan Independent update their Clash of Titans series with the publication of Reality Bytes – Clash of the Titans Vol. IX. Nvidia vs....